Clarify - upside to EPS Message Board

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Technology Stocks : Clarify - upside to EPS

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To: Trader Dave who wrote (1009)	4/8/1999 11:19:00 AM
From: Jon Stept	Read Replies (1) of 1062

Trader Dave, re:"market psychology for enterprise software..." Hi Dave, I am starting to investigate the following markets based on an analyst comments about PSFT's recent earning warning. I don't necessarily follow analysts say, but they can move markets and their opinions could be studied, so I pay attention. This analyst mentioned something to the effect that the PSFT market has seen it's strong growth phase (HR software) is pretty much over, and the the next high growth markets are electronic commerce, sales force automation and customer relationship management software. This seems like a valid observation. Now I just have to confirm it. It makes sense in a lot of ways. Just my opinion... like to know what you think too. Jon :)

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